We are coming to the end of this training. You now have all the knowledge you need to control the lifecycle of your compensation, from the primary source of insurers to consolidation in the SFG/AgenZ ecosystem.
This is a synthesis of what you have acquired:
- Clarity on sources: You now know exactly where to find insurance (institutional portals and Centralize) and investment (VieFund) compensation statements.
- Verification skills: You can now perform a rigorous double check, to ensure the accuracy of your compensation.
- Compliance: You understand the importance of tracing data in Centralize and VieFund, as proof of ongoing compliance and active practice, for the renewal of your professional certificate.
- Demonstration: you were able to attend a demonstration on the platform of most institutions accessible in Quebec.
The autonomy of your professional practice is based on trust in your administrative systems. The skills you’ve developed here are a major asset to your firm’s financial management, allowing you to focus on what matters most: serving your clients.
We encourage you to put these reconciliation methods into practice today to ensure the sustainability and compliance of your business.
